A Falling US Dollar Should Support Commodities

As we look at S&P GSCI, which currently has about 60% energy exposure, the correlation with oil is high.

Given our expectation of a falling US$, we expect commodities to rise in the next 5 years.

We also see economic recovery as a driver.

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Disclaimer: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and ...

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